10/10/2025 | Fifth Third Securities Inc. | 4,742 | $203K | 0.0% | N/A | 0.001% | |
10/10/2025 | Financial Connections Group Inc. | 52,933 | $2.27M | 0.9% | -0.8% | 0.007% | |
10/10/2025 | Kathleen S. Wright Associates Inc. | 17,514 | $749K | 0.3% | -5.4% | 0.002% | |
10/10/2025 | Flputnam Investment Management Co. | 27,244 | $1.17M | 0.0% | -2.7% | 0.004% | |
10/10/2025 | Sharkey Howes & Javer | 19,271 | $825K | 0.1% | -85.3% | 0.003% | |
10/10/2025 | Falcon Wealth Planning | 4,799 | $205K | 0.0% | N/A | 0.001% | |
10/10/2025 | Castleview Partners LLC | 5,175 | $221K | 0.1% | N/A | 0.001% | |
10/10/2025 | Focus Financial Network Inc. | 8,741 | $374K | 0.0% | +21.5% | 0.001% | |
10/10/2025 | KMG Fiduciary Partners LLC | 19,377 | $829K | 0.1% | -8.1% | 0.003% | |
10/10/2025 | Signal Advisors Wealth LLC | 210,823 | $9.02M | 0.8% | +41.9% | 0.030% | |
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10/9/2025 | CGN Advisors LLC | 1,065,837 | $45.61M | 3.8% | +5.7% | 0.150% | |
10/9/2025 | Baker Tilly Wealth Management LLC | 18,617 | $797K | 0.2% | +11.4% | 0.003% | |
10/9/2025 | AdvisorNet Financial Inc | 52,698 | $2.26M | 0.1% | -5.9% | 0.007% | |
10/9/2025 | Lifestyle Asset Management Inc. | 196,906 | $8.43M | 2.9% | +15.2% | 0.028% | |
10/9/2025 | IVC Wealth Advisors LLC | 6,374 | $273K | 0.1% | -32.4% | 0.001% | |
10/9/2025 | ACT Advisors LLC. | 50,270 | $2.15M | 0.9% | -6.2% | 0.007% | |
10/9/2025 | Legacy Solutions LLC | 212,374 | $9.09M | 8.2% | -1.0% | 0.030% | |
10/9/2025 | Astoria Portfolio Advisors LLC. | 420,538 | $18.27M | 4.8% | +5.8% | 0.059% | |
10/9/2025 | Marathon Strategic Advisors LLC | 248,122 | $10.62M | 8.5% | -3.0% | 0.035% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 23,485 | $1.01M | 0.0% | +12.7% | 0.003% | |
10/9/2025 | Waller Financial Planning Group Inc. | 892,195 | $38.18M | 8.8% | -1.6% | 0.126% | |
10/9/2025 | Richard P Slaughter Associates Inc | 11,158 | $477K | 0.1% | -15.3% | 0.002% | |
10/9/2025 | Voya Financial Advisors Inc. | 21,237 | $906K | 0.1% | +1.3% | 0.003% | |
10/9/2025 | Eclectic Associates Inc. ADV | 91,018 | $3.90M | 0.7% | -1.5% | 0.013% | |
10/9/2025 | Gainplan LLC | 50,222 | $2.15M | 0.9% | -3.9% | 0.007% | |
10/9/2025 | Peterson Wealth Advisors LLC | 1,615,275 | $69.94M | 10.5% | +1.2% | 0.228% | |
10/9/2025 | Pacifica Partners Inc. | 12,995 | $560K | 0.2% | +18.4% | 0.002% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 92,343 | $3.95M | 0.5% | +47.9% | 0.013% | |
10/8/2025 | Fiduciary Alliance LLC | 511,917 | $21.91M | 1.5% | +8.2% | 0.072% | |
10/8/2025 | Partnership Wealth Management LLC | 221,965 | $9.50M | 7.3% | +3.6% | 0.031% | |
10/8/2025 | Legacy Private Trust Co. | 45,087 | $1.93M | 0.1% | -6.3% | 0.006% | |
10/8/2025 | Ignite Planners LLC | 185,330 | $7.93M | 1.3% | -0.3% | 0.026% | |
10/8/2025 | KWB Wealth | 957,966 | $38.79M | 4.3% | -9.1% | 0.135% | |
10/8/2025 | Integrated Capital Management Inc. | 202,143 | $8.65M | 6.0% | -18.2% | 0.029% | |
10/8/2025 | Balefire LLC | 82,328 | $3.52M | 0.7% | +38.7% | 0.012% | |
10/8/2025 | Towerpoint Wealth LLC | 92,690 | $3.97M | 1.6% | -3.8% | 0.013% | |
10/8/2025 | Trinity Wealth Management LLC | 58,316 | $2.50M | 0.9% | -0.7% | 0.008% | |
10/8/2025 | Accel Wealth Management | 8,172 | $350K | 0.1% | -4.5% | 0.001% | |
10/8/2025 | Leverty Financial Group LLC | 20,634 | $883K | 0.2% | -15.1% | 0.003% | |
10/7/2025 | Norway Savings Bank | 99,742 | $4.27M | 2.1% | -1.2% | 0.014% | |
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10/7/2025 | ST Germain D J Co. Inc. | 476,233 | $20.38M | 0.8% | +16.4% | 0.067% | |
10/7/2025 | Ervin Investment Management LLC | 106,786 | $4.57M | 2.6% | +1.1% | 0.015% | |
10/6/2025 | Boston Standard Wealth Management LLC | 980,548 | $41.96M | 7.1% | -2.6% | 0.139% | |
10/6/2025 | Puff Wealth Management LLC | 63,956 | $2.74M | 4.2% | +51.8% | 0.009% | |
10/6/2025 | Gradient Investments LLC | 2,128,703 | $91.09M | 1.5% | +0.8% | 0.301% | |
10/6/2025 | Heartwood Wealth Advisors LLC | 114,104 | $4.88M | 0.5% | +0.2% | 0.016% | |
10/6/2025 | Boltwood Capital Management | 276,625 | $11.84M | 3.2% | -0.6% | 0.039% | |
10/6/2025 | Venture Visionary Partners LLC | 90,061 | $3.85M | 0.1% | +1.1% | 0.013% | |
10/3/2025 | Breakwater Investment Management | 59,912 | $2.56M | 0.9% | -1.4% | 0.009% | |
10/2/2025 | Capital Asset Advisory Services LLC | 1,950,581 | $83.47M | 3.6% | +7.5% | 0.291% | |
9/26/2025 | Corient Private Wealth LLC | 491,067 | $19.88M | 0.0% | -2.3% | 0.073% | |
9/19/2025 | Canal Capital Management LLC | 19,397 | $785K | 0.1% | +1.4% | 0.003% | |
9/12/2025 | Valeo Financial Advisors LLC | 14,808 | $600K | 0.0% | +52.4% | 0.002% | |
9/4/2025 | Osaic Holdings Inc. | 4,985,322 | $200.01M | 0.4% | +24.4% | 0.743% | |
8/29/2025 | Evolution Wealth Management Inc. | 4,003 | $162K | 0.2% | N/A | 0.001% | |
8/27/2025 | Barnes Wealth Management Group Inc | 36,271 | $1.47M | 0.9% | -2.5% | 0.005% | |
8/27/2025 | Orion Porfolio Solutions LLC | 328,737 | $13.31M | 0.1% | +3.1% | 0.049% | |
8/27/2025 | Seneca Financial Advisors LLC | 27,026 | $1.09M | 0.4% | +1.7% | 0.004% | |
8/27/2025 | Squarepoint Ops LLC | 44,509 | $1.80M | 0.0% | N/A | 0.007% | |
8/26/2025 | Thrivent Financial for Lutherans | 963,759 | $39.02M | 0.1% | +289.5% | 0.144% | |
8/25/2025 | Silverlake Wealth Management LLC | 24,414 | $989K | 0.3% | N/A | 0.004% | |
8/20/2025 | Forefront Wealth Partners LLC | 6,861 | $256K | 0.2% | -68.5% | 0.001% | |
8/20/2025 | Coppell Advisory Solutions LLC | 51,780 | $2.09M | 0.3% | +688.2% | 0.008% | |
8/19/2025 | Cape Investment Advisory Inc. | 7,430 | $301K | 0.1% | -16.1% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 47,220 | $1.89M | 0.0% | +19.1% | 0.007% | |
8/18/2025 | N.E.W. Advisory Services LLC | 494,549 | $20.02M | 1.9% | -35.4% | 0.074% | |
8/18/2025 | Geneos Wealth Management Inc. | 723,650 | $29.30M | 0.7% | +14.4% | 0.108% | |
8/18/2025 | Hershey Financial Advisers LLC | 11,629 | $471K | 0.4% | N/A | 0.002% | |
8/18/2025 | Cornerstone Financial Group LLC NE | 147,664 | $5.98M | 5.1% | +2.2% | 0.022% | |
8/18/2025 | Second Line Capital LLC | 580,049 | $23.49M | 5.5% | +2.5% | 0.086% | |
8/18/2025 | Front Row Advisors LLC | 2,647 | $107K | 0.0% | +11.8% | 0.000% | |
8/15/2025 | Strategic Investment Advisors MI | 6,259 | $253K | 0.0% | -69.6% | 0.001% | |
8/15/2025 | First Heartland Consultants Inc. | 549,128 | $22.23M | 2.0% | -1.8% | 0.082% | |
8/15/2025 | Brown Financial Advisors | 117,828 | $4.77M | 1.9% | -3.2% | 0.018% | |
8/15/2025 | Corient Private Wealth LLC | 982,134 | $39.77M | 0.1% | +95.3% | 0.146% | |
8/15/2025 | Puff Wealth Management LLC | 42,139 | $1.71M | 0.6% | +53.1% | 0.006% | |
8/15/2025 | Equitable Holdings Inc. | 2,292,932 | $92.84M | 0.8% | -1.6% | 0.342% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 127,107 | $5.15M | 1.8% | -1.2% | 0.019% | |
8/15/2025 | Optimist Retirement Group LLC | 168,668 | $6.83M | 3.3% | -3.1% | 0.025% | |
8/15/2025 | Captrust Financial Advisors | 90,181 | $3.65M | 0.0% | -2.7% | 0.013% | |
8/15/2025 | Prevail Innovative Wealth Advisors LLC | 21,598 | $875K | 0.2% | +24.5% | 0.003% | |
8/15/2025 | Fidelity D & D Bancorp Inc. | 382,438 | $15.49M | 9.5% | +1.1% | 0.057% | |
8/15/2025 | Truefg LLC | 1,369,787 | $55.46M | 16.5% | +1.1% | 0.204% | |
8/15/2025 | Cooksen Wealth LLC | 80,985 | $3.28M | 2.6% | +7.2% | 0.012% | |
8/15/2025 | WFA of San Diego LLC | 22,552 | $913K | 0.7% | N/A | 0.003% | |
8/15/2025 | Visionary Wealth Advisors | 73,966 | $3.00M | 0.2% | N/A | 0.011% | |
8/15/2025 | Voya Financial Advisors Inc. | 20,957 | $846K | 0.1% | N/A | 0.003% | |
8/15/2025 | Scott Marsh Financial LLC | 28,884 | $1.17M | 0.4% | N/A | 0.004% | |
8/15/2025 | Sherman Asset Management Inc. | 50,501 | $2.05M | 1.8% | +0.7% | 0.008% | |
8/15/2025 | Smartleaf Asset Management LLC | 95,099 | $3.84M | 0.3% | -3.8% | 0.014% | |
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8/15/2025 | Snowden Capital Advisors LLC | 417,799 | $16.92M | 0.5% | +0.3% | 0.062% | |
8/15/2025 | Redwood Financial Network Corp | 14,020 | $568K | 0.4% | -2.9% | 0.002% | |
8/15/2025 | Orion Porfolio Solutions LLC | 275,591 | $11.16M | 0.1% | -13.6% | 0.041% | |
8/15/2025 | MML Investors Services LLC | 1,848,872 | $74.86M | 0.2% | +12.4% | 0.275% | |
8/15/2025 | McIlrath & Eck LLC | 5,087 | $206K | 0.0% | -5.6% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 90,542 | $3.67M | 0.1% | -7.5% | 0.013% | |
8/15/2025 | IHT Wealth Management LLC | 402,017 | $16.28M | 0.4% | +1.3% | 0.060% | |
8/15/2025 | Great Valley Advisor Group Inc. | 236,857 | $9.59M | 0.2% | +1.8% | 0.035% | |
8/15/2025 | EP Wealth Advisors LLC | 42,386 | $1.72M | 0.0% | -2.3% | 0.006% | |
8/15/2025 | Benjamin Edwards Inc. | 3,062,999 | $124.02M | 1.6% | N/A | 0.456% | |